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InfoFlo

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses InfoFlo

"Small teams looking for a straightforward way to manage customer relationships often find InfoFlo a practical fit. It keeps contact management and communication history organized without feeling overly complicated. The one-time pricing model tends to appeal to businesses that want to avoid ongoing subscription costs. That said, companies expecting frequent software updates or a large library of third-party integrations may find the options somewhat limited compared to what they need long-term."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

InfoFlo Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.3 / 5
Starting Price$30 / month
Free TrialAvailable
Free VersionNot available
APINot available
DeploymentCloud Hosted, Deployment Type
HeadquartersCanada
✎
Buyer Contribution

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Structured Product Information

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Product Overview

InfoFlo Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About InfoFlo

InfoFlo is a comprehensive human services software designed to help organizations manage client data, case files, appointments, and billing processes with ease. Tailored for social service agencies, nonprofits, and healthcare providers, InfoFlo offers tools for tracking client interactions, managing case histories, and maintaining accurate records. The software allows users to organize and retrieve detailed client information, including personal details, case notes, and service histories, ensuring that all relevant data is easily accessible. InfoFlo also includes appointment scheduling features, which help staff manage client meetings and follow-ups efficiently. Its billing module simplifies financial management by generating invoices, processing payments, and tracking funding sources. Additionally, InfoFlo provides reporting capabilities that allow organizations to analyze service delivery and financial performance. The user-friendly interface makes it easy for staff to navigate the system, improving overall workflow efficiency. InfoFlo is ideal for organizations looking to enhance their client management and service delivery processes.
Company InfoFlo Solutions
Founded 2017
Headquarters Canada
Employees NA

Support

Email Phone Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based Windows Linux

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 4 industries available
Insurance Legal Services Medical Device Real Estate

Why Choose InfoFlo

Problem it Solves

  • Problem it Solves Streamlines Document Management And Collaboration For Businesses

Target Users

  • Target Users Small Business Owners
  • Target Users IT Managers
  • Target Users Administrative Professionals
  • Target Users Sales Teams
  • Target Users Customer Service Representatives

Core Use Case

  • Core Use Case Manage Contacts
  • Core Use Case Organize Communications
  • Core Use Case Track Tasks
  • Core Use Case Share Documents
  • Core Use Case Schedule Appointments

USP

  • USP Streamline Your Business With Seamless Communication And Organization

Pros

  • Pros Built-in CRM and document management actually work together natively
  • Pros Flat one-time pricing eliminates the recurring subscription drain entirely
  • Pros On-premise deployment gives businesses full control over sensitive data
  • Pros Outlook sync keeps contacts and emails connected without extra steps
  • Pros Project management tools included without needing a separate paid add-on
  • Pros Customizable fields adapt to niche industries most CRMs ignore
  • Pros Clean interface reduces the learning curve for non-technical teams

Cons

  • Cons Reporting depth falls short for data-driven sales teams
  • Cons Contact management works well but pipeline views feel rigid
  • Cons Pricing structure grows less predictable as team size scales
  • Cons Onboarding new users takes noticeably more effort than expected
Editorial Buyer Guidance

Who Is InfoFlo Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Document Management And Collaboration For Businesses

Target Users

  • Small Business Owners
  • IT Managers
  • Administrative Professionals
  • Sales Teams
  • Customer Service Representatives

Core Use Cases

  • Manage Contacts
  • Organize Communications
  • Track Tasks
  • Share Documents
  • Schedule Appointments

Unique Selling Point

Streamline Your Business With Seamless Communication And Organization

Strengths and Limitations

InfoFlo Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Built-in CRM and document management actually work together natively
  • Flat one-time pricing eliminates the recurring subscription drain entirely
  • On-premise deployment gives businesses full control over sensitive data
  • Outlook sync keeps contacts and emails connected without extra steps
  • Project management tools included without needing a separate paid add-on
  • Customizable fields adapt to niche industries most CRMs ignore
  • Clean interface reduces the learning curve for non-technical teams
!

Cons

  • Reporting depth falls short for data-driven sales teams
  • Contact management works well but pipeline views feel rigid
  • Pricing structure grows less predictable as team size scales
  • Onboarding new users takes noticeably more effort than expected
Category-Based Capabilities

InfoFlo Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Call Center Software 30 selected features Open category ↗ ⌄
Call Recording Computer Telephony Integration Call Routing Call Monitoring Call Logging Call Center Management Activity Dashboard Call Tracking Callback Scheduling Progressive Dialer Manual Dialer Call Transfer Voice Mail Contact Management Inbound Call Center Chat/Messaging Outbound Call Center Alerts/Escalation CRM Multi-Channel Communication IVR/Voice Recognition Call Scripting Caller ID Automatic Call Distribution Queue Management Call Reporting Auto-Dialer Blended Call Center Predictive Dialer Interaction Tracking
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
Call Accounting Software 30 selected features Open category ↗ ⌄
Inbound Reporting CRM Call Tracking Interaction Tracking Call Volume Call Recording Voice Mail Call Center Management Unattended Call Management Activity Dashboard Caller ID Call Transfer Outbound Reporting Activity Tracking User Management Call Duration Automatic Call Distribution Call Monitoring Call Routing Performance Management Contact Management IVR/Voice Recognition Auto-Dialer Call List Management Call Scripting Callback Scheduling Call Logging Usage Tracking/Analytics Cost Analysis Billing & Invoicing
Accounting Practice Management Software 12 selected features Open category ↗ ⌄
Staff Management Client Portal Client Management Workflow Management Document Management Due Date Tracking Billing & Invoicing Task Management Time Tracking Project Management For CPA Firms Approval Workflow
Business Phone Systems Software 15 selected features Open category ↗ ⌄
Employee Directory Call Monitoring Auto-Dialer IVR/Voice Recognition Call Transfer Call Recording Voice Mail Call Logging Mobile Access Call Routing Virtual Call Center Video Conferencing Queue Management Automated Attendant PBX
Call Recording Software 18 selected features Open category ↗ ⌄
Interaction Tracking Call Tagging Computer Telephony Integration Call Monitoring Automatic Call Distribution File Transfer IVR/Voice Recognition Performance Metrics Recording Event Triggered Actions Activity Dashboard Contact Management Scheduled Recording Voice Mail Call Transcription Reporting & Statistics Call Center Management Auto-Dialer
Call Tracking Software 17 selected features Open category ↗ ⌄
CRM Call Monitoring Automatic Call Distribution Caller ID Call Reporting Contact Management Conversion Tracking Campaign Management Call Center Management Computer Telephony Integration Predictive Dialer Keyword Tracking Call Transcription API Voice Mail IVR/Voice Recognition Call Routing
Cloud PBX Software 26 selected features Open category ↗ ⌄
Call Routing Call Reporting Conferencing Virtual Extensions Automatic Call Distribution Video Conferencing Call Tracking SIP Trunking Third-Party Integrations Call Transfer Ring Groups Call Center Management Computer Telephony Integration Queue Management Role-Based Permissions Fax Management Alerts/Notifications Communication Management Call List Management Customizable Reports Call Recording Call Disposition IVR/Voice Recognition Call Monitoring Activity Dashboard Contact Management
Contact Center Software 11 selected features Open category ↗ ⌄
Automated Routing Quality Management Queue Management IVR/Voice Recognition Computer Telephony Integration Collaboration Tools Agent Interface Chatbot Auto-Dialer Reporting/Analytics Workforce Management
Customer Communications Management Software 19 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management
Human Services Software 18 selected features Open category ↗ ⌄
Alerts/Escalation Reporting & Statistics Employee Management Goal Setting/Tracking Self Service Portal Appointment Management Document Management Task Management HIPAA Compliant Training Management Volunteer Management Time Tracking Certification & Licensing Billing & Invoicing Forms Management Scheduling Calendar Management Role-Based Permissions
IVR Software 23 selected features Open category ↗ ⌄
Call Center Management Call Routing Voice Mail Text to Speech Call Recording Call Logging Survey/Poll Management Callback Scheduling Phone Key Input Reporting & Statistics IVR/Voice Recognition Caller ID Campaign Management Call Disposition Call Monitoring Auto-Dialer Multi-Channel Communication Multiple Scripts Automatic Call Distribution Computer Telephony Integration Voice Customization Real-Time Monitoring Pre-recorded Messages
Legal Case Management Software 16 selected features Open category ↗ ⌄
Expense Tracking Docket Management Case Notes Communication Management Conflict Management Document Management Calendar Management Client Management Client Portal Task Management Billing & Invoicing Workflow Management Time Tracking Email Management Case Management Trust Accounting
Patient Case Management Software 20 selected features Open category ↗ ⌄
Referral Management Eligibility Verification Case List Management HIPAA Compliant Patient Management Treatment Planning Medical History Records Candidate Profiles Document Management Task Management Payment Processing Patient Records Management Calendar Management Billing & Invoicing Activity Dashboard Progress Reports Appointment Management Charting Reporting & Statistics Case Management
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
Social Work Case Management Software 10 selected features Open category ↗ ⌄
Goal Setting/Tracking Scheduling Case Notes Program Management Referral Management Client Management Reporting/Analytics Volunteer Management Forms Management Document Management
Tax Practice Management Software 15 selected features Open category ↗ ⌄
Client Management Tax Forms Document Management Tax Filing Reporting & Statistics Billing & Invoicing Status Tracking Approval Process Control Workflow Management ACH Payment Processing Client Portal Task Management Communication Management Time Tracking For Tax Practices
Telephony Software 14 selected features Open category ↗ ⌄
Call Center Management Call Transfer Computer Telephony Integration VoIP Voice Mail Reporting/Analytics Caller ID Call Monitoring Call Recording Multi-Channel Communication Auto-Dialer IVR/Voice Recognition Call Routing Automatic Call Distribution
VoIP Software 17 selected features Open category ↗ ⌄
IVR/Voice Recognition Call Screening Caller ID Call Routing Call Monitoring Contact Management SIP Trunking Computer Telephony Integration Call Recording Call Center Management Call Transfer Reporting & Statistics Auto-Dialer Automatic Call Distribution Mobile Access Voice Mail Call Tracking
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
IT Ticketing Systems Software 31 selected features Open category ↗ ⌄
Access Controls/Permissions Activity Dashboard Alerts/Escalation Asset Lifecycle Management Automated Responses Automated Routing Change Management Collaboration Tools Configurable Workflow Customizable Branding Customizable Fields Customizable Forms Customizable Reports Customizable Templates Help Desk Management Incident Management IT Asset Management Knowledge Base Management Macros/Templated Responses Multi-Channel Communication Multi-Language Prioritization Problem Management Release Management Reporting/Analytics Self Service Portal Service Catalog Service Reporting Support Ticket Management Support Ticket Tracking Task Management
Connected Applications

InfoFlo Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

InfoFlo Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Flat Rate
Preferred Currency USD ($)
Free Trial Available
Free Version Not available
Payment Frequency Monthly Subscription
Pricing Page ↗ Trial Page ↗ Request Demo ↗
Cloud Starter
$30 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

InfoFlo Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a InfoFlo Review ↗
4.3
Based on 2 approved reviews
5 stars 25%
4 stars 75%
3 stars 0%
2 stars 0%
1 star 0%
Denisse H.
Denisse H. Director of Operations

Efficient and Reliable Contact Management

Our experience with InfoFlo has been very positive. It does an excellent job of centralizing communications and keeping our records organized, which is exactly what we needed. I really appreciate being able to access a contact and see all related notes, emails, and documents in one place. InfoFlo has become a critical part of how our organization operates. While installing it on a terminal server has caused some issues with scheduling and calendar functions, and the reporting features are somewhat limited, the overall efficiency and reliability make it an invaluable tool for our team.

Reviewed on June, 2021
Anonymous reviewer
Anonymous Reviewer OPS Manager

Effective CRM with Room for a Modern Touch

Overall, my experience with this CRM has been positive. It’s very useful for managing marketing emails, tracking leads, and keeping our outreach organized. The functionality is solid and helps streamline daily tasks. The only drawback is that the interface feels a bit outdated, which can make navigation and management less intuitive at times. Despite that, it remains a reliable tool for handling CRM and marketing needs.

Reviewed on February, 2021
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Frequently Asked Questions

InfoFlo FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

InfoFlo is a comprehensive human services software designed to help organizations manage client data, case files, appointments, and billing processes with ease. Tailored for social service agencies, nonprofits, and healthcare providers, InfoFlo offers tools for tracking client interactions, managing case histories, and maintaining accurate records. The software allows users to organize and retrieve detailed client information, including personal details, case notes, and service histories, ensuring that all relevant data is easily accessible. InfoFlo also includes appointment scheduling features, which help staff manage client meetings and follow-ups efficiently. Its billing module simplifies financial management by generating invoices, processing payments, and tracking funding sources. Additionally, InfoFlo provides reporting capabilities that allow organizations to analyze service delivery and financial performance. The user-friendly interface makes it easy for staff to navigate the system, improving overall workflow efficiency. InfoFlo is ideal for organizations looking to enhance their client management and service delivery processes.

  • No, InfoFlo does not offer a free version.

  • Yes, InfoFlo offers a free trial.

  • No, Credit Card details are not required for the InfoFlo trial.

  • InfoFlo offers the following pricing plans & packages:

    Cloud Starter

    $30 Per Month

  • InfoFlo supports the following payment frequencies:

    • Monthly Subscription

  • No, InfoFlo does not offer an API.

  • InfoFlo can be integrated with the following applications:

    • Google Workspace , Slack , Zoom Meetings , Microsoft Outlook , Microsoft 365 , Microsoft Teams , Zapier , Microsoft Exchange

  • InfoFlo offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • InfoFlo offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • InfoFlo supports the following languages:
    • English

  • Following are the typical users of the InfoFlo:
    • Self-Employed , Small-Business , Midsize-Business

  • InfoFlo supports the following deployment:
    • Cloud Hosted , On-Premise

  • InfoFlo supports the following devices and operating systems:
    • Web-Based , Windows , Linux
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